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Patrick Mcnally is listed as Alumni Adviser at Griffith University Commerce Society, a with 4 employees, based in Australia. AeroLeads shows a matched LinkedIn profile for Patrick Mcnally.
Patrick Mcnally previously worked as Financial Planning Coordinator at Griffith University Commerce Society and Administrative Assistant at Oakview Financial. Patrick Mcnally holds Bachelor Of Commerce - Bcom, Financial Planning And Services from Griffith University.
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🔍 Exploring New Avenues: I specialise in superannuation and insurance implementation, aiming for an Associate Adviser role. Interested in Paraplanning for a deeper technical understanding.🔧 Efficiency-driven: Skilled in operational streamlining and data management. Seeking a hands-on role in financial planning.📚 Dedicated to Growth: Committed to practical learning and open to additional qualifications for a significant contribution to the industry.🤝 Seeking Guidance: Open to mentorship.
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Southport, Queensland, Australia
Dynamic Recruitment Officer for Uni Commerce Society, specialising in innovative member acquisition strategies. Passionate about fostering diverse, engaged communities. Skilled in marketing, event planning, and relationship building. Driven to create vibrant, inclusive networks for future commerce leaders. Excited to connect, inspire, and grow our society's talent pool.
Southport, Queensland, Australia
Development of pathways for engaged students to connect with Industry professionals. 1. Introducing the student run society members to sponsors.2. Hosting Flagship, Financial Planning & social events 3. Conducting employability masterclasses
Southport, Queensland, Australia
At Oakview Financial, I was successful in delivering an energetic welcome to clients while improving on my time management and attention to detail. Daily Tasks:1. Onboarded clients via conducting their Insurance Pre-Assessment questionnaire and received their results via following up the underwriters. 2. Proficiently handled superannuation applications and expertly managed fund rollovers into dedicated accounts.3. Continuously improved processes and client interactions to enhance overall service quality and efficiency.
Bundall, Queensland, Australia
While moving back down to the Gold Coast, Wahsltroms gave me the perspective of what it takes to create a successful brand of professionalism.1. Lodging client fee forms- answering frequently asked client. questions2. Adjusting advised model portfolios3. Templated Record of Advice & Execution Only's
Noosa, Queensland, Australia
Working with Vine equipped me with realisation how dynamic the industry is and what is required to keep pace with the new legislative requirements.1. Review report creation2. Templated meeting filenotes3. Appointment setting
Maroochydore Queensland
Taking my initial step into the Financial Planning industry by performing the entry level role of a client serving officer as an Intern at Infocus Advisory.1. Express Posting Product Disclosure Statements2. Complining client personal data into Xplan3. Sorting inbound email attachments in the electronic filing system
Gold Coast, Queensland, Australia
Enjoyed providing a friendly smile to customers and helping support their purchasing experience from a wide variety of retail goods.
Sunshine Coast, Queensland, Australia
The respect I have developed for the oiled machine and the maintainer can't be understated when the production is healthy chlorinated pool water. I took pride in performing constant surveillance of and the interaction between the users of this experience.
Australia
Describing the features of the vehicle to customers while on test drives that related to their needs and receiving their live feedback on their driving experience was excellent in developing honest rapport.
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Patrick Mcnally works for Griffith University Commerce Society.
Patrick Mcnally is listed as Alumni Adviser at Griffith University Commerce Society.
Patrick Mcnally is based in Australia while working with Griffith University Commerce Society.
Patrick Mcnally has worked for Griffith University Commerce Society, Oakview Financial, Wahlstrom Financial Services, Vine Wealth, and Infocus Advisory (Australia).
You can use AeroLeads to view verified contact signals for Patrick Mcnally at Griffith University Commerce Society, including work email, phone, and LinkedIn data when available.
Patrick Mcnally holds Bachelor Of Commerce - Bcom, Financial Planning And Services from Griffith University.
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